Users interested in an inbound referral can start the process through investigation. Investigation allows your firm to view contact details of the potential client. 

Selecting the Investigate button notifies the originating firm that you are interested and intend to contact the potential client.

How to Investigate a Referral

  1. Log in to Litify Referrals.
  2. Navigate to New Referral Inbox.
  3. Find the referral you wish to investigate.
  4. Select Investigate
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  5. Confirm.

 

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